THE SMELEK FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE SMELEK FAMILY FOUNDATION INC (EIN 82-0524659)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-01
- IRS object ID
- 201933059349101003
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-01T18:01:12-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 877 W MAIN ST STE 800 | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 820524659 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SMELEK FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O CANDACE P SMELEK | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SMEL | BusinessNameControlTxt |
| Phone | 2083456498 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 371 | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83706 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALEXIS BAEYEN | PersonNm |
| Person Title | SIGNING OFFICER | PersonTitleTxt |
| Phone | 2083456498 | PhoneNum |
| Signature | 2019-11-01 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALEXIS BAEYEN | PreparerPersonNm |
| PTIN | P01647867 | PTIN |
| Phone | 2083447150 | PhoneNum |
| Preparation | 2019-10-31 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.147.181.48 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-01 | IPDt |
| IP Tm | 08:30:19 | IPTm |
| IP Timezone | MD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 51153E6FE133A46BE9F60C7A8748BC609ADBB28A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5971F37150CE36CB140954644E6C9F4CF7A2F81A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $264,457 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $5,325 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,325 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,553 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $50,639 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,553 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $18,878 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,878 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,780 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,638 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $142 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,962 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,811 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $151 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $177 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $168 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $9 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,919 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,617 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $302 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,419 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,617 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,802 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$541 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,261 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,199 | CashBOYAmt |
| Cash EOY | $1,190 | CashEOYAmt |
| Cash EOYFMV | $1,190 | CashEOYFMVAmt |
| Corporate Stock BOY | $202,039 | CorporateStockBOYAmt |
| Corporate Stock EOY | $201,507 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $263,267 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $203,238 | TotalAssetsBOYAmt |
| Total Assets EOY | $202,697 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $264,457 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $203,238 | RetainedEarningBOYAmt |
| Retained Earning EOY | $202,697 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $203,238 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $202,697 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $203,238 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $202,697 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $203,238 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$541 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $202,697 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $202,697 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| BOEING | P | 2018-01-18 | $2,036 | $448 | $1,588 | $1,588 |
| VANGUARD TOTAL WORLD | P | 2018-01-30 | $5,167 | $4,896 | $271 | $271 |
| WHIRLPOOL | P | 2018-02-08 | $4,351 | $3,786 | $565 | $565 |
| WHIRLPOOL | P | 2018-02-08 | $2,176 | $2,423 | -$247 | -$247 |
| CELGENE | P | 2018-03-01 | $2,480 | $2,587 | -$107 | -$107 |
| CELGENE | P | 2018-03-19 | $2,370 | $2,495 | -$125 | -$125 |
| AMERICAN EXPRESS | P | 2018-05-21 | $2,952 | $1,128 | $1,824 | $1,824 |
| PERSPECTA | P | 2018-06-04 | $204 | $150 | $54 | $54 |
| PERSPECTA | P | 2018-06-04 | $516 | $472 | $44 | $44 |
| APPLE | P | 2018-07-10 | $1,329 | $920 | $409 | $409 |
| HDFC BANK | P | 2018-07-31 | $3,009 | $968 | $2,041 | $2,041 |
| CLOROX | P | 2018-08-22 | $1,877 | $1,372 | $505 | $505 |
| BLADEX | P | 2018-08-30 | $3,102 | $3,240 | -$138 | -$138 |
| BLADEX | P | 2018-08-30 | $1,711 | $2,019 | -$308 | -$308 |
| STRYKER | P | 2018-08-30 | $1,525 | $620 | $905 | $905 |
| UNION PACIFIC | P | 2018-11-02 | $2,672 | $549 | $2,123 | $2,123 |
| AIR PRODUCTS & CHEMICALS | P | 2018-12-03 | $1,968 | $1,617 | $351 | $351 |
| AMGEN | P | 2018-12-03 | $1,859 | $551 | $1,308 | $1,308 |
| CLOROX | P | 2018-12-03 | $2,760 | $1,795 | $965 | $965 |
| CLOROX | P | 2018-12-03 | $649 | $442 | $207 | $207 |
| DANAHER CORP. | P | 2018-12-03 | $2,969 | $2,338 | $631 | $631 |
| MEDTRONIC | P | 2018-12-03 | $2,957 | $2,270 | $687 | $687 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,553 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $11,922 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $279,023 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042728 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $12,965 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $248,005 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052277 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $15,359 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $266,346 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057666 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $13,266 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $303,717 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043679 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $13,575 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $280,918 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048324 | DistributionYr5Rt |
| Total Distribution | 0.244674 | TotalDistributionRt |
| Average Distribution | 0.048935 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $289,401 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $14,162 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $133 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $14,295 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $13,802 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $265 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $265 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $265 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $493 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $493 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $228 | OverpaymentAmt |
| Applied To ES Tax | $228 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | ID | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SUSAN KAISER | IndividualWithBooksNm |
| Phone | 2083456498 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 371 | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83706 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CANDACE P SMELEK | ||||||||
| PO BOX 371 | BOISE | ID | 83706 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHAEL R LINDSTROM | ||||||||
| PO BOX 371 | BOISE | ID | 83706 | SECRETARY | 2.00 | $0 | $0 | $0 |
| MICHAEL J SMELEK | ||||||||
| PO BOX 371 | BOISE | ID | 83706 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| SUSAN K KAISER | ||||||||
| PO BOX 371 | BOISE | ID | 83706 | TREASURER | 1.00 | $0 | $0 | $0 |
| STEVE SMELEK | ||||||||
| PO BOX 371 | BOISE | ID | 83706 | GRANT COORDINATOR | 2.00 | $0 | $0 | $0 |
| KATHY MINTON | ||||||||
| PO BOX 371 | BOISE | ID | 83706 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $292,203 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,605 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $293,808 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $293,808 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,407 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $289,401 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,470 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,470 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $265 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $265 | TotalTaxAmt |
| Distributable Before Adj | $14,205 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $14,205 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $14,205 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,802 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $13,802 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $13,802 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,205 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $13,441 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,802 | QualifyingDistributionsAmt |
| Applied To Year1 | $13,441 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $361 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $13,844 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CANDACE P SMELEK | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MR MIKE SMELEK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 371 | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83706 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2083456498 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORMS EXIST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION'S GEOGRAPHICAL FOCUS IS IN THE COMMUNITIES IN WHICH THE DIRECTORS OF THE FOUNDATION RESIDE, SOUTHWESTERN IDAHO, AND THE COUNTIES OF WALLER, TEXAS AND HARRIS, TEXAS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARBOR CHRISTIAN ACADEMY | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 623 KRESS STREET | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL PURPOSE GRANT | GrantOrContributionPurposeTxt |
| Amt | $13,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,325 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,553 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $18,878 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,878 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,780 | Amt |
| Net Investment Income | $2,638 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $142 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (45 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BOEING | $1,186 | $3,870 |
| L-3 COMMUNICATIONS HOLDINGS INC. | $5,239 | $5,904 |
| AIRPRODUCT & CHEMICALS | $7,246 | $8,483 |
| ALBEMARLE CORP. | $3,862 | $3,931 |
| ECOLAB INC. | $5,550 | $6,778 |
| CHEVRON CORPORATION | $3,982 | $4,787 |
| TOTAL SA | $5,326 | $5,375 |
| CLOROX | $6,936 | $8,632 |
| COLGATE-PALMOLIVE | $7,312 | $6,726 |
| ESTEE LAUDER COMPANIES | $4,106 | $6,115 |
| MCCORMIK & COMPANY | $4,875 | $8,633 |
| AMGEN | $2,659 | $6,619 |
| BAXTER INTERNATIONAL INC. | $7,432 | $7,701 |
| BECTON DICKINSON | $4,843 | $7,661 |
| EDWARD LIFE SCIENCES CORP | $3,175 | $3,370 |
| MEDTRONIC | $6,260 | $7,459 |
| STRYKER | $2,409 | $7,054 |
| TELEFLEX, INC | $1,989 | $2,068 |
| THERMO FISHER SCIENTIFIC, INC | $5,054 | $4,700 |
| UNITED HEALTH GROUP | $6,242 | $6,975 |
| UNIVERSAL HEALTH SERVICES | $5,179 | $4,896 |
| DANAHER CORP. | $5,622 | $6,909 |
| AMERICAN EXPRESS | $1,673 | $4,099 |
| BANK OF NOVA SCOTIA | $7,123 | $6,683 |
| CITIGROUP INC | $6,442 | $4,633 |
| HDFC BANK | $1,635 | $5,076 |
| HARTFORD FINANCIAL SERVICES GROUP, INC. | $5,959 | $5,823 |
| US BANCORP | $4,899 | $5,621 |
| BALL | $1,763 | $7,173 |
| MASCO CORP. | $4,288 | $5,175 |
| MOHAWK INDUSTRIES | $3,597 | $2,339 |
| 3M CO. | $6,363 | $7,241 |
| CUMMINS | $4,616 | $4,677 |
| FORTIVE CORPORATION | $5,781 | $5,345 |
| WALT DISNEY CO. | $7,209 | $7,456 |
| APPLE | $788 | $946 |
| BROADCOM LTD | $4,309 | $8,137 |
| CHECK POINT SOFTWARE TECHNOLOGIES | $4,243 | $7,493 |
| DXC TECHNOLOGY | $4,949 | $3,669 |
| ROPER TECHNOLOGIES | $5,231 | $5,064 |
| SALESFORCE | $4,826 | $8,218 |
| FEDEX | $2,486 | $5,163 |
| PACCAR | $1,757 | $2,343 |
| UNION PACIFIC | $1,557 | $6,082 |
| REPUBLIC SERVICE | $3,529 | $10,165 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $2,962 | Amt |
| Net Investment Income | $2,811 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $151 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $177 | Amt |
| Net Investment Income | $168 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9 | DisbursementsCharitablePrpsAmt |
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